LVM Capital Management was founded in 1988 by Russ Leonard and Craig Vander Molen as a research intensive investment management firm. In 2001, services were expanded to include financial planning in order to offer our clients a more holistic wealth management solution. While our capabilities have grown, our mission has remained true to the original philosophy of our founders—to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, creative planning, and experienced investing.
We do not sell products. Rather, we utilize a personal advisory approach that is service-based and fee-only. This sets the stage for the optimal wealth management relationship with clients because our interests are aligned. Client confidentiality is paramount and strong communication essential. LVM puts client interests first, from the design of our business model, to the day-to-day details of answering questions and solving problems.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 7840 Moorsbridge Rd., Portage,mi 49024,united States
- Phone
- 1-269-321-8120
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lvmcaptial.com
- HQ
- Portage, MI
Lvm Capital Management Questions
Lvm Capital Management's helpline number is 1-269-321-8120
Lvm Capital Management's website is lvmcaptial.com
Lvm Capital Management's LinkedIn profile is https://www.linkedin.com/company/lvm-capital-management
Lvm Capital Management has
15 employees.
View email and phone details for 15
employees at Lvm Capital Management.
Lvm Capital Management's industry is
Financial Services
Lvm Capital Management's top competitors are
Brooktree Capital Management,
Barbar & Associates, Llc,
Fisher Investments,
Macquarie Group,
Grand Capital Advisors,
Vector Marketing,
Hillcrest Wealth,
Esper Electric Ltd,
Lafleur & Godfrey,
Tkc Capital Research.
Lvm Capital Management's categories are Financial Services
Lvm Capital Management's founding year is 1988
